account_balance
Investment manager · 13F filer · SEC CIK 2117069
Green Ridge Wealth Planning LLC
Reported value$249Mas of Sep 30, 2026
Positions87 5 new, 11 sold out
Top 10 weight59.5%QQQ alone is 12%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
11.7%Added +3%
VEAVanguard Tax-Managed FDS
8.1%Added +5%
SPMOInvesco Exch Traded Fd Tr II
7.2%Added +8%
IOOiShares Tr
6.3%Added +18%
XLGInvesco Exchange Traded Fd T
5.6%Trimmed −4%
PVALPutnam ETF Trust
5.5%Added +25%
IDEViShares Tr
5.2%Added +8%
AAPLApple Inc.
4.0%Trimmed −6%
QUALiShares Tr
3.1%
SOXXiShares Tr
2.7%+29%
GOOGLAlphabet Inc.
2.5%−9%
AMDAdvanced Micro Devices Inc
2.4%−3%
QQQInvesco QQQ Tr
11.7%Added +3%
VEAVanguard Tax-Managed FDS
8.1%Added +5%
SPMOInvesco Exch Traded Fd Tr II
7.2%Added +8%
IOOiShares Tr
6.3%Added +18%
XLGInvesco Exchange Traded Fd T
5.6%−4%
PVALPutnam ETF Trust
5.5%
IDEViShares Tr
5.2%
AAPLApple Inc.
4.0%
QUAL3.1%
SOXX2.7%
GOOGL2.5%AMD2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 11.7% Added +3%
VEA Vanguard Tax-Managed FDS 8.1% Added +5%
SPMO Invesco Exch Traded Fd Tr II 7.2% Added +8%
IOO iShares Tr 6.3% Added +18%
XLG Invesco Exchange Traded Fd T 5.6% Trimmed −4%
PVAL Putnam ETF Trust 5.5% Added +25%
IDEV iShares Tr 5.2% Added +8%
AAPL Apple Inc. 4.0% Trimmed −6%QUAL iShares Tr 3.1% Held
SOXX iShares Tr 2.7% Added +29%
GOOGL Alphabet Inc. 2.5% Trimmed −9%AMD Advanced Micro Devices Inc 2.4% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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